Tax Year Prior to 2020: I'm currently attending a university in London and they did not enter a Federal ID number on the form needed to obtain my student tax credit. How could I get this info?

[DLWoodrum]

The best bet might be to contact the university's financial office or student affairs office and ask for the person that handles student aid or finances for US students.  This person should be able to answer your questions and generate a letter that is based on a 1098-T form with all of the relevant information you need.  And they should be able to tell you if they qualify as an accredited institution (for US tax purposes) and have a USA EIN number or not.  

[tbrennan00671]

URGENT

Hello I need some help with this as well. I have received a 1099-Q and my school in the UK with G09860 as its identification number. It is the University of Surrey and is included in the qualified education programs. This being said I am trying to fill out a 1098-T and have not received one. I read here to apply for an extension but I cannot find the "Filer's federal ID no.". I have looked everywhere and reached out to my University but have gotten no response. I'm very stressed out and will not be able to file my taxes without the Federal ID number. Any help on what to do will be every much appreciated. 

thanks

[AmyC]

@tbrennan00671 Please see AOTC and Eligible Institutions. Verify your institution and reach out to them again.

The worst case scenario would be to mail in your return. In order to complete the return, you would have to make up a number for the federal id, perhaps your social. Then white it out before you mail in the forms and add an explanation stating you qualify, why you think so, and that no fed id was available. Good luck!

[tbrennan00671]

Hello I have done what you have said and will have to mail my taxes in. This being said I cannot find where the "made up number" is on the printed tax return in order to white it out. Please help, thank you!

[Hal_Al]

@tbrennan00671  It's not clear what tax benefit your are claiming.  If all you are claiming is the earnings exclusion on the 1099-Q, there is no form to "White out" the box on.  You may even be able to e-file.

When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms.  The made up numbers only show on the works sheets, which are not sent to the IRS

[tbrennan00671]

Hi thank you for your reply. I was given a 1099-Q and it is covered my issue is that I have not been given a 1098-T to write the expenses down in and it is asking for my university's Federal ID no. which being a UK school they do not have 

[Hal_Al]

@tbrennan00671  said "I was given a 1099-Q and it is covered".

Just delete the 1099-Q.  It is only an informational document. The numbers on it are not required to be entered onto your tax return. 

 You can just not report the 1099-Q, at all, if the student-beneficiary has sufficient educational expenses, including room & board  to cover the distribution.  When the box 1 amount on form 1099-Q is fully covered by expenses, TurboTax will enter nothing about the 1099-Q on the actual tax forms. 

On form 1099-Q, instructions to the recipient reads: "Nontaxable distributions from CESAs and QTPs are not required to be reported on your income tax return. You must determine the taxability of any distribution." 

[Hal_Al]

@Kalizo 

Education tax benefits are complicated. See https://ttlc.intuit.com/community/college-education/discussion/1098-t-and-529-plans-help/00/2180916